Larry Blades is a financial advisor with Retirement Solutions in Rio Rancho, NM, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Redwood Private Wealth LLC and Senior Income Solutions among other firms. Outside of advisory work, he operates as an insurance producer and tax advisor through his sole proprietorship and Oakwood Summit, LLC. Retirement and Investment Solutions, LLC serves individuals, high-net-worth clients, and employer retirement plans with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services. The firm employs a co-advisor model-based investment approach focused on long-term strategic asset allocation aligned with client objectives and risk tolerance.

Shawn Loddy is the sole advisor at SML Advisory in Rio Rancho, New Mexico, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has operated SML Advisory since 2015 and concurrently maintains a life and health insurance practice as a sole proprietor since 2002. Outside of financial advising, Loddy works part-time as a technician for Breakout AV. SML Advisory provides comprehensive investment management services to individuals, high-net-worth clients, business entities, and retirement plans. The firm employs fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and qualified plan consulting.

Jose Aragon is a financial advisor at Petroglyph Wealth Management LLC in Rio Rancho, NM, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to founding Petroglyph Wealth in 2023, he spent 19 years at PineBridge Investments and took one year of retirement. He serves as a board member for New Mexico Eviction Prevention & Diversion, a nonprofit focused on reducing evictions and supporting housing stability. Petroglyph Wealth Management is a small independent firm serving individual investors, solo entrepreneurs, and small businesses with portfolio management and integrated financial planning. The firm manages discretionary accounts using investment methods such as modern portfolio theory and quantitative analysis, primarily employing ETFs along with options and margin strategies.

Brenton Fewox is a financial advisor at Atlas Capital Management Corp with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas since 2019. Outside of his advisory role, he serves as a bishop at The Church of Jesus Christ of Latter Day Saints, providing counseling and welfare care to members. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs. The firm manages thousands of client accounts using an active, macro-oriented investment process driven by proprietary indicators and a suite of specialized strategies.

Matthew Kindley is a financial advisor with SJHL Financial Group in Rio Rancho, NM. He holds the Series 65 designation and has recent experience at several firms including Nagel CPA's, LLC and Bohannan Houston, Inc. Matthew’s background also includes roles outside finance, such as working at Turning Point Strength and Conditioning. SJHL Financial Group serves individuals, charitable organizations, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a long-term, fundamental-analysis investment approach primarily through a sub-advisor relationship with Focus Partners Advisor Solutions, managing diversified portfolios with low-cost mutual funds and ETFs.

Roger Nagel is a financial advisor with SJHL Financial Group, holding the PFS™ designation and seven years of industry experience. He previously worked at Archer Investment Corporation and Nagel CPAs, LLC, where he served as a Certified Public Accountant providing tax advice and accounting services. Outside of advisory work, he is a managing director involved in farming and real estate operations. SJHL Financial Group serves individuals, charitable organizations, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a long-term, fundamental-analysis approach mainly through a sub-advisor, Focus Partners Advisor Solutions, focusing on low-cost, diversified mutual funds and ETFs with discretionary management and a fiduciary responsibility under ERISA for retirement accounts.

Antonio Pacheco is a financial advisor at Thurston Springer Advisors with 23 years of industry experience. He holds a Series 66 designation and previously worked for Phillips Capital Advisors, Inc. and T S Phillips Investments Inc. for 20 years. He also operates a personal branding business under AP Capital Management, Inc. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts primarily on a discretionary basis.

Todd Strasser is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Wells Fargo, Northwestern Mutual, and Bank of the West. He is currently active with several affiliated entities, including Madison Avenue Securities and E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, tactical asset allocation approach with a relative growth/value framework, primarily investing in equities, ETFs, and fixed income.

Edward Lovato is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 designation and has a background in law, owning and practicing at Lovato Law, PC since 2017. Lovato also serves as a probate judge for Sandoval County Probate Court. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets with services including portfolio management, financial planning, and retirement plan consulting.

Jed Webb is an investment advisor representative with PFG Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked at several firms including Securities America, Inc., Cue Financial Group, and Foothill Securities. Webb also operates a financial advisory business under the name Peter C Webb. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm uses a network of advisor representatives to implement model portfolios or select third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Jacqueline Martinez is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at firms including Madison Avenue Securities, Raymond James Financial, and Wells Fargo Advisors. Outside of financial services, she has experience in event coordination and the food industry, having worked with Corazon Event Company and Olo Dessert Studio. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and uses third-party tools to customize client risk profiles.

Brandon Thurgood is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Oxford Wealth Advisors, Townsquare Capital, and Horter Investment Management. Outside of advisory work, he is involved with E.A. Buck Financial Services, offering fixed life and health products and fixed annuities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, and fixed income products.

Bryan Cantrell is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, LPL Financial, and Square 72 Investments. Outside of advising, he is a passive investor in a commercial real estate project. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm follows a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios and offers a range of investment implementation options alongside financial and retirement planning services.

Daniel Aviles Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Valic Financial Advisors since 2013 and also holds an agent position with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Warren Hoppe is a ChFC® and holds a Series 66 license, with 48 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has extensive prior experience at Park Avenue Securities and Guardian Life Insurance, where he worked for over two decades. In addition to his advisory work, he is involved in life, health, disability income, and long-term care insurance sales. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a mix of proprietary and third-party investment strategies.

Scott Covey is a financial advisor at OSAIC Institutions, INC. with 25 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and CUNA Brokerage Services, INC. Covey is also associated with Del Norte Investment Services in an investment-related capacity. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm provides access to alternative investments, lending, and cash-management options, primarily delivering advice through a network of investment adviser representatives.

Bemelda Bragado is a Series 65-licensed advisor at Mercer Global Advisors Inc. with 10 years of industry experience. She previously worked at SB Capital Management, Inc. for 11 years before joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, using a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Angel Ramirez is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses. Although new to the industry, with less than a year of experience, Angel has previously worked at Wells Fargo and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through a single “point-in-time” financial plan and optional managed account solutions.

John Marek is a Series 66-credentialed financial advisor with 14 years of industry experience, currently with LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services, CUNA Mutual Group, and CETERA Advisor Networks. Outside of finance, he has worked as a CrossFit coach since 2023 and operates a home-based car rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Ronald Baker is a Certified Financial Planner® at Raymond James Financial with 32 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and has been with Raymond James since 2017. He serves on an investment committee overseeing governance and portfolio oversight in his community. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning using analytical tools and supports municipal and public finance work through its unique affiliations.

Michael Kelly is a financial advisor with UBS Financial Services in Rio Rancho, NM, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at UBS since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Roger Legendre is a Series 66-licensed financial advisor with Edward Jones in Rio Rancho, NM, having joined the firm in 2024. Before entering the financial industry, he spent 19 years with the Albuquerque Police Department. He also worked briefly with Spinoso Real Estate Group in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Alton Green is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and Dunagan Associates. He is involved with nonprofit organizations such as N-X Ranch and founded H2OCFC, which focuses on supplying and delivering water and related equipment. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets with a large network of advisors nationwide.

Kyle Pearce is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, with a tenure spanning from 2011 to 2023 in various capacities. Pearce is also the owner of Aplomb Financial LLC, an entity used for business expenses and marketing. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with an emphasis on asset allocation, risk tolerance, and automated portfolio rebalancing across various investment types and account management styles.

Kien Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over six years of industry experience. Prior to joining Wells Fargo in 2026, Nguyen worked at J.P. Morgan Securities and JPMorgan Chase Bank for five years and has experience in the hospitality sector. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Angelica Lovato is a Series 66-registered financial advisor at Merrill with eight years of industry experience. She has been with Merrill and Bank of America since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

Cameron Dunn is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he served eight years in the United States Navy. Outside of finance, he is involved with Hops & Dough Taproom. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Angela Ipock is a financial advisor at Raymond James Financial with 18 years of industry experience. She has worked at Merrill Lynch for 10 years before joining Raymond James Financial Services Advisors. Angela is also associated with Baker Wealth Planning Group in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Tina Garcia is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in real estate with several firms including Elysium Realty Group and Red Fox Realty. She has also been self-employed since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with a range of investment strategies and managing over $1 trillion in assets. The firm maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary investment solutions under a fiduciary standard.

Phillip Perkins is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Edward Jones for 36 years since 1990, based in Rio Rancho, NM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Stelting II is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jacquelyn Lev is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. She also operates a CPA practice focused on tax preparation and IRS representation. Lev has worked with various Cetera entities since 2017 and spent time in public education prior to her financial advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a diverse range of portfolio management and financial planning services, including access to multiple program structures and third-party managers.

Marceil Shepherd is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2016. She has been with Fidelity since 2011, initially serving as a Planning and Guidance Consultant before advancing to her current role. Prior to joining Fidelity, she worked as a Financial Services Representative at MetLife Resources from 1996 to 2011. With 30 years of experience in benefits and financial planning, Marceil focuses on delivering personalized, client-centered financial planning support. Her expertise includes incorporating retirement benefits and equity compensation into long-term financial plans, aiding clients in making confident and well-informed decisions. She holds a California Insurance License.

Mark Moran is a financial advisor at Edward Jones in Bernalillo, New Mexico, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and previously was affiliated with The Harbour Christian Church from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.